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Financial Institutions
FISI

128 hedge funds and large institutions have $418M invested in Financial Institutions in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 56 increasing their positions, 41 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 41

1% more capital invested

Capital invested by funds: $413M → $418M (+$4.42M)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

1.58% less ownership

Funds ownership: 82.46% → 80.87% (-1.6%)

4% less funds holding

Funds holding: 134 → 128 (-6)

20% less call options, than puts

Call options by funds: $8K | Put options by funds: $10K

38% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 16

Holders
128
Holders Change
-6
Holders Change %
-4.48%
% of All Funds
1.69%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
10
Increased
56
Reduced
41
Closed
16
Calls
$8K
Puts
$10K
Net Calls
-$2K
Net Calls Change
+$8K

Top Buyers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
+$7.48M
2
ProShare Advisors
ProShare Advisors
Maryland
+$5.9M
3
State Street
State Street
Massachusetts
+$5.3M
4
PCA
PL Capital Advisors
Florida
+$2.51M
5
Goldman Sachs
Goldman Sachs
New York
+$2.25M

Top Sellers

Rank Fund Capital Flow
1
SCA
Stieven Capital Advisors
Missouri
-$5.29M
2
ACL
Azora Capital LP
Florida
-$5.21M
3
American Century Companies
American Century Companies
Missouri
-$3.19M
4
ECA
Endeavour Capital Advisors
Connecticut
-$2.89M
5
CC
Courier Capital
New York
-$2.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northern Trust
26
Northern Trust
Illinois
$4.45M -$1.14M -45,824 -21%
Goldman Sachs
27
Goldman Sachs
New York
$4.21M +$2.25M +90,088 +122%
Charles Schwab
28
Charles Schwab
California
$4.15M +$27.4K +1,100 +0.7%
BCM
29
Bridgeway Capital Management
Texas
$3.72M +$1.27K +51 +0%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$3.57M +$21.5K +861 +0.6%
PIP
31
Palisades Investment Partners
California
$3.52M -$30.7K -1,231 -0.9%
MCA
32
Mendon Capital Advisors
Florida
$2.88M +$8.09K +324 +0.3%
BFC
33
Banc Funds Company
Illinois
$2.67M – – –
CRC
34
Curi RMB Capital
Illinois
$2.57M – – –
Arrowstreet Capital
35
Arrowstreet Capital
Massachusetts
$2.54M +$312K +12,503 +14%
Millennium Management
36
Millennium Management
New York
$2.34M -$1.41M -56,340 -38%
Two Sigma Investments
37
Two Sigma Investments
New York
$2.25M -$454K -18,180 -17%
BAM
38
Bayview Asset Management
Florida
$2.25M +$187K +7,499 +9%
AQR Capital Management
39
AQR Capital Management
Connecticut
$2.24M -$248K -9,934 -10%
Two Sigma Advisers
40
Two Sigma Advisers
New York
$2.06M -$215K -8,600 -10%
First Trust Advisors
41
First Trust Advisors
Illinois
$2M +$141K +5,652 +8%
EF
42
Empowered Funds
Pennsylvania
$1.92M +$1.27K +51 +0.1%
SBH
43
Segall Bryant & Hamill
Illinois
$1.86M -$218K -8,752 -11%
Federated Hermes
44
Federated Hermes
Pennsylvania
$1.78M -$3.72K -149 -0.2%
OSAM
45
O'Shaughnessy Asset Management
Connecticut
$1.74M +$1.69M +67,914 New
Ameriprise
46
Ameriprise
Minnesota
$1.68M -$233K -9,318 -12%
TI
47
Trexquant Investment
Connecticut
$1.64M +$1.25M +50,185 +362%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$1.53M – – –
Bank of America
49
Bank of America
North Carolina
$1.34M +$766K +30,700 +144%
CCM
50
Cutler Capital Management
Massachusetts
$1.23M +$22.5K +900 +2%
1
2
3 4 5

FISI Hedge Fund Activity: Q2 2025 in Review

128 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Financial Institutions (FISI) for Q2 2025, worth a combined $418M — up 1.1% from $413M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of FISI and 10 opened new positions — a net loss of 6 holders — while 41 trimmed existing stakes and 56 added.

The largest buyer was Fourthstone LLC, adding an estimated $7.48M. The largest seller was Stieven Capital Advisors, cutting an estimated $5.29M.

  • 128 institutional investors held Financial Institutions (FISI) as of Q2 2025, down from 134 in Q1 2025.
  • Funds reported $418M of Financial Institutions stock for Q2 2025, up 1.1% quarter-over-quarter.
  • 10 funds opened new Financial Institutions positions in Q2 2025 and 16 closed out, a net change of -6 holders.
  • The largest Financial Institutions buyer in Q2 2025 was Fourthstone LLC, an estimated $7.48M added.
  • The largest Financial Institutions seller in Q2 2025 was Stieven Capital Advisors, an estimated $5.29M sold.

Based on aggregated 13F filings for Q2 2025.